TurboTax

Level 1

Question

Am having problems entering a 1099R and a 1099 SS on same return?

How do I enter a 1099R (no taxes withheld) and a 1099 (Social Security with taxes withheld)

Level 15

Those are separate forms and are entered separately -

To enter a form 1099-R

· Click on Federal Taxes (Personal using Home and Business)

· Click on Wages and Income (Personal Income using Home and Business)

· Click on I'll choose what I work on

· Scroll down to Retirement Plans and Social Security

· On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

To enter your Social Security benefits reported on form SSA-1099

· Click on Federal Taxes (Personal using Home and Business)

· Click on Wages and Income (Personal Income using Home and Business)

· Click on I'll choose what I work on

· Scroll down to Retirement Plans and Social Security

· On Social Security (SSA-1099, RRB-1099), click the start or update button

Alumni - Champ

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